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Search HansaManuals.com HansaManuals Home >> Standard CRM >> Working Environment >> Attachments and Personal Desktop Previous Next Entire Chapter in Printable Form Search This text refers to program version 6.2 Attachments - Attaching Records to Other Records You can attach records to other records by dragging and dropping from the browse window of one register onto the [Attachments] button of another. For example, to attach a Contact record to a Quotation, open the Quotation in a record window and then open the 'Contacts: Browse' window. Find the correct Contact in the list, click on the Contact Number and drag it to the [Attachments] button of the Quotation. The Contact record will then appear in the Quotation's list of attachments. Alternatively, if the Contact record is already open, you can drag its [Attachments] button onto that of the Quotation. You can also select a range of Contact records in the browse window by clicking while holding down the Shift key, and then drag them all to the [Attachments] button of the Quotation.Later, when viewing the Contact record in the example above, you might wish to a list of the other records to which it has been attached. Open the list of Attachments and select 'Show To Links' from the Operations menu. The records the Contact has been attached to will be listed below a dotted line.
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